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Use It or (You Might) Lose It - Gifting in 2020

USA - September 9 2020 The federal estate, gift, and generation-skipping transfer (GST) tax exemptions are all at the historically high level of $11,580,000 per person ($23…

David F. Golden, Justin C. Esposito.

Funerals360

USA - June 9 2020 The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and…

Jennifer Ciccarelli, Jennifer Zegel.

Inheritance Data

USA - May 13 2020 The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and…

Jennifer Ciccarelli, Jennifer Zegel.

Digital Issues for Individuals Working at Home

USA - April 29 2020 The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and…

Hope A. Comisky, Jennifer Ciccarelli, Jennifer Zegel.

Remote Online Notarization - Part Two

USA - April 10 2020 The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and…

Jennifer Ciccarelli, Jennifer Zegel.